Interact to see
Advertisement
Advertisement
LCBDX vs VIVAX
LCBDX vs VIVAX Comparison
Open Charts LCBDX vs VIVAX
ClearBridge Tactical Dividend Income IS
Price$24.65
Change-$0.08 (-0.32%)
VolumeN/A
Net Assets353.55M
Vanguard Value Index I
Price$69.29
Change-$0.13 (-0.19%)
VolumeN/A
Net Assets195.81B
LCBDX vs VIVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
LCBDX vs. VIVAX commentary
Aug 12, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LCBDX is a Hold and VIVAX is a Buy.
FUNDAMENTALS
Fundamentals
VIVAX has more cash in the bank: 196B vs. LCBDX (354M). LCBDX pays higher dividends than VIVAX: LCBDX (3.43) vs VIVAX (2.06). LCBDX was incepted earlier than VIVAX: LCBDX (12 years) vs VIVAX (33 years). LCBDX (1.07) is less costly to investors than VIVAX (0.17). LCBDX is a more actively managed with annual turnover of: 59.00 vs. VIVAX (9.00). VIVAX has a lower initial minimum investment than LCBDX: VIVAX (3000) vs LCBDX (1000000). VIVAX annual gain was more profitable for investors over the last year : 9.01 vs. LCBDX (8.43). LCBDX return over 5 years is better than : 81.08 vs. VIVAX (65.43).
| LCBDX | VIVAX | LCBDX / VIVAX | |
| Total Expense Ratio | 1.07 | 0.17 | 629% |
| Annual Report Gross Expense Ratio | 1.07 | 0.17 | 629% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 0.443 | 5.134 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 196B | 0% |
| Annual Yield % from dividends | 3.43 | 2.06 | 166% |
| Returns for 1 year | 8.43 | 9.01 | 94% |
| Returns for 3 years | 34.01 | 25.01 | 136% |
| Returns for 5 years | 81.08 | 65.43 | 124% |
| Returns for 10 years | 100.10 | 112.19 | 89% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers